I just added some moreover news links to the site. Here is the full list.

Like lemmings over a cliff -- Sounds like Long Term Capital Capital Management all over again.

Here's the book: Profit From the Core from Bain.

Scary: Bain & Company Study Finds That Less Than One in Ten Companies Are Growing Profitably

Do Analysts Eat Donuts?

Do analysts like to be negative about a good thing? I remember back in '94 when technology stocks were on the rise. I was buying and selling Iomega and Netscape almost daily. Stocks, which previously never went up more than a point or two a day, were suddenly shooting skyward 5-10 points a day. This overenthusiasm spread in the nineties until some stocks were rising 30-40 points a day. Now that small investors have taken Peter Lynch's advice to buy companies they know, analysts are eager to bring down Krispy Kreme from its sugar high(TheStreet.com: The Hole in the Krispy Kreme Craze).

The difference with KKR is that management is taking expansion slow enough that they're not going to become another Boston Market (Boston Market was a successful Massachussetts gourmet fast food restaurant that sold roasted chicken and sides. The food was good, and fast, but unfortunately, the stores expanded too quickly and the chain eventually went bankrupt and had to scale back.).

Krispy Kreme donuts have been popular since the store started selling them in 1937. This is not a recent fad that will blow out like an overstuffed jelly donut. Krispy Kreme will become the Starbucks of the '00s. I know I'll be eating at least one a day once they open up a store in my area.

Ever since I saw her in eXistenZ, I have been attracted to Jennifer Jason Leigh. I never thought she was anything to look at until I saw her in The Big Picture. She was cute in that, but she really developed into a sexy woman by purring her way through Cronenberg's eXistenZ. Now I have to see her in The King is Alive, even though it looks like a poorly shot, pretentious horror movie.

Apparently a bunch of teenagers are in a standoff with police. Their mother was arrested for abuse, after their father recently died. It could make a good movie.